Akim Guerreiro @Etcaetera: "𝐌𝐲 𝐓𝐨𝐩 𝟐 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬: 𝐆𝐨𝐨𝐠𝐥𝐞..."

Luxembourg

𝐌𝐲 𝐓𝐨𝐩 𝟐 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬: 𝐆𝐨𝐨𝐠𝐥𝐞 𝐢𝐬 𝐚𝐧 𝐀𝐈 𝐖𝐢𝐧𝐧𝐞𝐫 𝐚𝐧𝐝 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐢𝐬 𝐨𝐧 𝐚 𝐕-𝐑𝐞𝐜𝐨𝐯𝐞𝐫𝐲 $GOOGL (Alphabet Inc Class A) is trading at around 30x earnings, significantly cheaper than $NVDA (NVIDIA Corporation) or $AMD (Advanced Micro Devices Inc) and we got the news of Meta considering Google AI chips for its data centers… The stock is expensive relative to its own history (usually trades around 20-25x) but I am letting it run because right now it’s only good news after good news. I can imagine the multiples expanding and earnings growing in an accelerated way. It’s one of my top positions and I will read the next earnings report very carefully. My other top position (and conviction), $BTC , has just reclaimed $90k and also $ETH just hit $3k. Those are huge resistance levels and if they flip as support, next targets are $100k and $4k respectively. If we break those too, we’ll go for all-time highs. I will hold what I currently have until the next altseason (I am convinced we will have one soon). Thank you for copying my portfolio. 💚 Etcaetera 👉 my name is Akim and I manage the @Etcaetera portfolio on eToro. I am also a professional portfolio manager in Luxembourg’s funds industry. I want to make everyday investors on eToro benefit from my own investments.